Reports, Plans & Disclosures
We know how important it is to know where your donation dollars go. We are accountable to our community. For over 50 years, we have served and supported Butte County and surrounding areas. We encourage donors and volunteers to research our commitment to our mission, vision, and promise to support programs that improve communities, reduce poverty and its symptoms, and change lives. We can only do all this, and more, with your help, and with an organization that is run well using industry best-practices, reflected in the documents below.
Independent Audit Report
An audit is a systematic examination of books, accounts, statutory records, and documents of an organization to ascertain the accuracy of the financial statements as well as to ensure that the books of accounts are properly maintained, as required by law. The auditor follows strict auditing procedures, obtains evidence, evaluates the evidence, and formulates an opinion on the basis of rules.
A Single Audit is required of a non-Federal entity that expends $750,000 or more in Federal funds in one year. The audit is completed by an independent accounting firm in accordance with strict and rigorous requirements issued by the U.S. Office of Management and Budget (OMB). Auditors review internal controls, assess risk, and determine program and financial compliance with law and regulation.
Federal Nonprofit Tax Return
Most nonprofit tax-exempt organizations are required to file annual tax returns with the IRS. Even though most tax-exempt nonprofit organizations do not pay Federal taxes (that is what “tax-exempt” means), most do have to file an informational return with the IRS. This annual reporting return is called a Form 990.
Organizations create Annual Reports as a way to summarize for the public and other interested parties (e.g. funders, investors, etc.) their operations for a given period. The period is usually the calendar year or their designated operating year. Annual Reports provide information on programs and services, accomplishments, as well as the organization’s financial status. This information is packaged and presented via introductory letters from the Chair of the Board and the Chief Executive of the organization. Annual Reports can be great snapshots in time as well as a hint of things to come.
2017 Annual Report (Publishing in Fall of 2018)
Community Action Plan
The Community Action Plan (CAP) serves as a two (2) year roadmap demonstrating how Community Services Block Grant (CSBG) eligible entities plan to deliver CSBG services. The CAP identifies and assesses poverty-related needs and resources in the community and establishes a detailed plan, goals, and priorities for delivering those services to individuals and families most affected by poverty. CSBG funds may be used to support activities that assist low-income families and individuals, homeless families and individuals, migrant or seasonal farm workers and elderly low-income individuals and families by removing obstacles and solving problems that block the achievement of self‐sufficiency.
Volunteer Income Tax Assistance (VITA) - Recap and Analysis of Filing Season
Volunteers in Tax Assistance says it all for this project. The CAA has worked as a key partner with the federal IRS to conduct free tax-return preparation assistance activities for over 8 years. Each year, more residents look to the CAA for this assistance. It saves lower-income residents the costs for fees to prepare their tax returns. It also provides great customer service training for accounting students from nearby Chico State University. Finally, it assures that residents will receive tax payments. These payments are often used locally to multiple benefits. The eventual community economic benefit is usually estimated to be 3:1. VITA: good for the family, good for the community, and good for the economy.
California Department of Community Services and Development Report
It is rare but, on occasion, an organization is criticized for reasons that aren’t always clear. In 2017 without evidence, the Agency and its leadership were accused by a few community residents of mishandling of public funds. Early in 2018 the State Agency responsible for designating community action agencies responded to a complaint by sending a pair of auditors to conduct an in-depth review of the Agency’s records, practices and results. After completion of this special audit in March 2018, the report at the link below was published by the State. In summary, the CAA was exonerated from all of the baseless accusations. The report is testimony to the ongoing efforts of the CAA to intentionally ensure that it abides by all laws and requirements of its funders. We take our mission, accountability, compliance, and performance seriously.